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Cleo AI: Smart Money Manager

Cleo AI: Smart Money Manager

$1 Finance & Trading ✓ Verified

An AI money coach you can actually talk to. Cleo helps 8+ million users budget, save, build credit, or get a cash advance in those low-balance moments

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Finance & Trading AI

About this Tool

Cleo AI: Smart Money Manager

An AI money coach you can actually talk to. Cleo helps 8+ million users budget, save, build credit, or get a cash advance in those low-balance moments

An AI money coach you can actually talk to. Cleo helps 8+ million users budget, save, build credit, or get a cash advance in those low-balance moments.

AI MEETS MONEY

Cleo turns money stress into a simple chat, where you can ask questions and learn about your finances (like a human).

Want to know how much you spent on takeout last month? Just ask Cleo…she has thoughts.

GET UP TO A $250 CASH ADVANCE

Dump your overpriced overdraft and get a spot from Cleo instead. Cleo’s up to $250 cash advan

Pros & Cons

✓ Pros

  • ✓Select Launch Demo
  • ✓Search for your bank name*
  • ✓You need to be at least 18 years old to apply for the Cleo card .
  • ✓AI-powered features
  • ✓Free plan or freemium pricing

✗ Cons

  • ✗No native Android app
  • ✗Some advanced features may require higher-tier plans

Key Features

🔧

Select Launch Demo

🔧

Select Continue

🔍

Search for your bank name*

🔧

You need to be at least 18 years old to apply for the Cleo card .

👥

team@meetcleo.com

📋 Scripts & Prompts for Cleo AI: Smart Money Manager +

Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.

📄 Template
Fine Tuning
Intermediate ⏱ 10 min
Sometimes no matter what tricks you throw at the model, it just won’t do what you want it to do.…
🔐 Browse All Scripts in the Vault →

🔌 MCP Servers for Cleo AI: Smart Money Manager +

Connect these MCP servers to give Claude, Cursor & Cline superpowers with this tool. Sign up free to copy install commands.

🔌
osaurus
Intermediate ⭐ 4,448 📱 Claude Desktop, Cursor, Continue.dev
Own your AI. The native macOS harness for AI agents -- any model, persistent memory, autonomous execution, cryptographic identity. Built in Swift. Fully offline. Open source.
GitHub
🔌
QuickBooks Online MCP Server
Medium 📱 macos, linux, windows
MCP for QuickBooks Online accounting workflows.
🔓 Sign Up Free to Install
🔌
sonirico/mcp-stockfish
Intermediate 📱 Claude Desktop, Cursor, Continue.dev
🏎️ 🏠 🍎 🪟 🐧️ MCP server connecting AI systems to Stockfish chess engine.
🔓 Sign Up Free to Install
🔌
Xero MCP Server
Medium 📱 macos, linux, windows
MCP for Xero small-business accounting.
🔓 Sign Up Free to Install
🔌 Browse All MCP Servers →

🤖 AI Agents for Cleo AI: Smart Money Manager +

Pre-built automation agents that work with this tool — import in one click. Sign up free to access.

🤖 CLAUDE CODE
Claude Code Financial Analyst Skill
▶ On-demand
Claude Code skill that ingests SEC filings, parses MD&A and risk factors, and outputs a structured valuation memo with DCF, comparable multiples, and key ratios.
https://github.com/anthropics/claude-cookbook
⬇ Import Agent Docs
🤖 CREWAI
CrewAI Portfolio Rebalancer Crew
⏰ Scheduled
CrewAI workflow with three agents collaborating to scan a brokerage account, identify rebalancing opportunities respecting wash-sale rules, and produce an execution-ready trade list.
https://github.com/crewAIInc/crewAI-examples
🔓 Sign Up Free to Import
🔗 LANGCHAIN
LangChain Earnings-Call Analyzer
⚡ Event
LangChain pipeline using Whisper transcription plus a structured-output LLM step to compare current-quarter management tone against prior quarters and emit a diff report.
https://github.com/langchain-ai/langchain
🔓 Sign Up Free to Import
🤖 CLAUDE CODE
Claude Skill: Personal CFO
⏰ Scheduled
Claude Code skill that uses the Plaid MCP server to fetch transactions, categorize spending, project month-end balances, and surface anomalies via push or email.
https://github.com/anthropics/claude-cookbook
🔓 Sign Up Free to Import
🤖 Browse All AI Agents →

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Who Is This For?

👤

Startups

Tags

Finance & Trading Freemium Api iOS

Frequently Asked Questions

Cleo AI: Smart Money Manager is available as $1. Visit the tool's website for the latest pricing details and plan options.

Visit the Cleo AI: Smart Money Manager website to check whether a free tier or free trial is available.

Cleo AI: Smart Money Manager is available on Api, iOS. Check the official website for the latest platform support.

Many tools offer free trials to let you test before subscribing. Check the Cleo AI: Smart Money Manager website for current trial availability and duration.

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